AGC Partners Advises QED on its Sale to Broadridge

Transaction Details

AGC Partners is pleased to announce that its client, QED Financial Systems, Inc., a provider of investment accounting software, data management and outsourced investment accounting services, has been acquired by Broadridge Financial Solutions, Inc., the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. With a team led by Dennis Rourke and Elena Marcus, AGC Partners acted as sole financial advisor to QED.

AGC Partners Advises QED on its Sale to Broadridge


I can’t express strongly enough what an incredible pleasure and professional opportunity it has been working with AGC. It is rare to be involved with a team where I find myself so completely impressed and really “wowed” by the energy, capabilities and knowledge of everyone I meet. All I can say is thanks and so very well done. I take every opportunity to share the experience with those I work with and anyone who asks how it all happened.

Joseph Potesta, CEO, QED

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